# INSIGHT WEALTH PARTNERS, LLC

INSIGHT WEALTH PARTNERS, LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 153635
- Type: SEC-registered investment adviser
- SEC file number: 801-71491
- Location: 3333 PREMIER DRIVE, SUITE 800, PLANO, TX, 75023
- Phone: 972-543-4800
- Latest filing: 2026-03-31
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $1.8M
- Clients: 16
- Accounts: 3,209

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Travis David Carter | MANAGING MEMBER | — |
| David Scott Dryden | MANAGING MEMBER | — |
| Wayne None Smith | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Michael Chad Lowe | MANAGING MEMBER | — |
| Ryan Christopher Ferguson | MANAGING MEMBER | — |
| CARTER DAVID | MANAGING MEMBER | — |
| CARTER TRAVIS DAVIS | MANAGING MEMBER | — |
| DRYDEN DAVID SCOTT | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SMITH WAYNE NONE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MOTLEY JACKIE DAWN | CHIEF COMPLIANCE OFFICER | — |
| LOWE MICHAEL CHAD | MANAGING MEMBER | — |
| FERGUSON RYAN CHRISTOPHER | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Wayne (None) Smith | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153635/similar
- Related entities: https://search.stillhousedata.com/firm/153635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153635

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.